Everything on Defense & Infrastructure

Asymmetric warfare tactics, particularly drone attacks on energy infrastructure and data centers, are reshaping global defense spending priorities, though equity valuations may already reflect elevated expectations.

Impact: Rising defense budgets support the sector long-term, but overvaluation risks remain high; investors must scrutinize valuations rather than assuming linear growth from spending increases.

— from Geopolitical Shocks, Energy Rotation, and Market Volatility · Leben mit Aktien | Der Podcast für Anleger mit Weitblick· Apr 01, 2026